Delta Financial Advisors’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.08M | Buy |
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|
2025
Q2 | $3.02M | Buy |
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|
2025
Q1 | $3.35M | Buy |
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|
2024
Q4 | $2.89M | Buy |
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|
2024
Q3 | $2.93M | Sell |
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|
2024
Q2 | $3.16M | Buy |
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|
2024
Q1 | $2.42M | Sell |
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|
2023
Q4 | $2.29M | Sell |
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|
2023
Q3 | $2.62M | Sell |
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|
2023
Q2 | $2.45M | Sell |
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|
2023
Q1 | $2.55M | Sell |
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|
2022
Q4 | $2.85M | Buy |
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|
2022
Q3 | $2.27M | Buy |
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|
2022
Q2 | $2.29M | Sell |
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|
2022
Q1 | $2.61M | Sell |
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|
2021
Q4 | $1.89M | Buy |
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|
2021
Q3 | $1.62M | Buy |
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|
2021
Q2 | $1.67M | Sell |
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|
2021
Q1 | $1.69M | Sell |
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|
2020
Q4 | $1.54M | Sell |
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|
2020
Q3 | $1.77M | Sell |
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|
2020
Q2 | $2.23M | Sell |
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|
2020
Q1 | $1.85M | Sell |
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|
2019
Q4 | $3.71M | Sell |
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|
2019
Q3 | $3.69M | Sell |
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|
2019
Q2 | $3.91M | Buy |
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